The starting point is to review what you already have in place and discover what you want your future bookkeeping and accounting needs to look like.

Once we have reviewed the basics with you, we will then define and design your unique processes, and really figure out how you want your work delivered! Together, we solidify the foundation.

We will identify areas to improve and save time, and set up budgets or forecasts. Using the data collected we guide decisions to better grow the business and increase profits.

We will reconcile to make sure money goes where it is needed. Regular reports will be submitted based on your needs. We can rectify issues with reporting or new items, and retool by looking for ways to improve efficiency.